See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,080 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,454 | $57,658-66.3% | $46,225-57.9% | $57,658-66.3% |
| Participation rate | 86.2% | 70.2%+16.0pp | 79.5%+6.7pp | 70.2%+16.0pp |
| Annual return | 5.49% | 5.13%+0.4pp | 7.57%-2.1pp | 5.13%+0.4pp |
| Employer contribution / active EE | $616 | $1,974-68.8% | $3,424-82.0% | $1,974-68.8% |
| Participant deferral / active EE | $1,272 | $3,061-58.4% | $3,776-66.3% | $3,061-58.4% |
| Admin fee / account holder | $43 | $95-54.0% | $3,519-98.8% | $95-54.0% |